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Article

How Severe Is the Commercial Real Estate Downturn Really?

The public CRE index says stabilization. The transaction tape says office fire sales. This Pattern Nexus Premium Research article separates the broad commercial real estate market from the distressed office tail, tracking CMBS delinquency, bank exposure, refi…

Long-Form Thesis Reports (📘🔥)
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Article

🧭 IMF Warns Global Debt Could Exceed 100% of GDP by 2029

The IMF’s latest Fiscal Monitor warns that world public debt could climb beyond 100 percent of GDP by 2029 — a threshold unseen since the aftermath of World War II. Behind the numbers lies a structural problem: modern economies are addicted to debt-funded gro…

Policy Watch — Fed, Treasury & CBs (🏛️📜)
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